Lehman Financial Resources’s Alerian MLP ETF AMLP Stock Holding History

Lehman Financial Resources’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-230	Closed	-$14K	–	75
2015 Q3	$14K	Hold	230	–	–	0.01%	276
2015 Q2	$17K	Hold	230	–	–	0.01%	263
2015 Q1	$19K	Hold	230	–	–	0.01%	256
2014 Q4	$20K	Hold	230	–	–	0.01%	239
2014 Q3	$22K	Hold	230	–	–	0.01%	225
2014 Q2	$22K	Hold	230	–	–	0.01%	221
2014 Q1	$20K	Hold	230	–	–	0.01%	221
2013 Q4	$20K	Hold	230	–	–	0.01%	220
2013 Q3	$20K	Hold	230	–	–	0.01%	205
2013 Q2	$21K	Buy	+230	New	+$20.3K	0.01%	172

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Lehman Financial Resources's AMLP Position: Q4 2015 in Review

Lehman Financial Resources sold out of Alerian MLP ETF (AMLP) in Q4 2015, closing a stake of 230 shares — an estimated $14K sold.

Lehman Financial Resources first reported a position in AMLP in Q2 2013 and held it in 10 quarters. The position peaked at $22K in Q3 2014. 461 funds tracked by Wall St. Rank hold AMLP as of Q4 2015.

Lehman Financial Resources reported no remaining Alerian MLP ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 230 Alerian MLP ETF shares in Q4 2015, an estimated $14K.
Lehman Financial Resources first reported a position in Alerian MLP ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Alerian MLP ETF position peaked at $22K in Q3 2014.
461 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.